Sheet Metal Workers Local 224 Pension Fund
Taft-Hartley plan, based in Troy, Michigan, reporting $76.3M in assets, for 841 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Clarion Lion appears on Sheet Metal Workers Local 224 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser, 2 more managers, 10 more commitments and 6 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Washington Capital Joint Master Tru3 commitments
- Putnam Stable Value3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Washington Capital Management, Inc.3 commitments
- John Hancock Life Insurance Co3 commitments
- Great Gray Trust Company3 commitments
Relationship network
41 connected entities13 observed commitments8 repeat counterparties12 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Non-interest-bearing cash 0.9%
- Partnership/joint venture interests 19.0%
- 103-12 investment entities 4.6%
- Common/collective trusts 2.8%
- Registered investment companies 71.8%
Consultants and advisers
- Strategic Capital Inv Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- John Hancock Trusteethrough Dec 31, 2022 Form 5500
- Cuni, Rust & Strenk Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Washington Capital Management, Inc.3 rows, latest Dec 31, 2024
- John Hancock Life Insurance Co3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Cbreplan years
- Clarion Lionplan years 2024
- PNC Bank, National Associationplan years 2024
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedClarion Lion appears on Sheet Metal Workers Local 224 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Clarion Lionaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceClarion Partners no longer appears on Sheet Metal Workers Local 224 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Clarion Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPNC Investments appears on Sheet Metal Workers Local 224 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with PNC Bank, National Associationaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceUnion Services Agency no longer appears on Sheet Metal Workers Local 224 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Union Services Agencyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceStockbridge Capital Group, LLC no longer appears on Sheet Metal Workers Local 224 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Stockbridge Niche Logistics Fd LPaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Putnam Stable Valuecollective trust | John Hancock Life Insurance Co | Pooled vehicles | $2,340 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $551,872 held | Disclosed holding | askebsa.dol.gov |
+10 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 841 | Not disclosed | Not disclosed | n/a | $76.3M | $14.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 772 | Not disclosed | Not disclosed | n/a | $68.8M | $13.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 770 | Not disclosed | Not disclosed | n/a | $63.1M | $13.4M | Not disclosed | Not disclosed |
- Strategic Capital Inv Advisors codes 27 50 $116,151 PY2024
- Solxsys Administrative Solutions codes 14 15 49 50 $70,075 PY2024
- Cuni, Rust & Strenk codes 11 50 $49,650 PY2024
+62 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Sheet Metal Workers Local 224 Pension Fund sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+8 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+14 connections on the graph
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